Genesee Capital Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Genesee Capital Advisors’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.67M	Sell	32,943 -44,619	-58%	-$3.36M	0.84%	23
2026 Q1	$5.3M	Sell	77,562 -587	-0.8%	-$41.8K	2.22%	9
2025 Q4	$5.43M	Sell	78,149 -319	-0.4%	-$21.7K	2.18%	9
2025 Q3	$5.28M	Sell	78,468 -747	-0.9%	-$48.5K	2.29%	9
2025 Q2	$4.97M	Buy	79,215 +2,289	+3%	+$135K	2.23%	9
2025 Q1	$4.5M	Sell	76,926 -2,316	-3%	-$141K	2.25%	9
2024 Q4	$4.69M	Sell	79,242 -1,209	-2%	-$73.8K	2.18%	9
2024 Q3	$4.76M	Sell	80,451 -2,763	-3%	-$157K	2.29%	9
2024 Q2	$4.56M	Sell	83,214 -13,595	-14%	-$743K	2.23%	9
2024 Q1	$5.44M	Sell	96,809 -180	-0.2%	-$9.44K	2.98%	6
2023 Q4	$5.01M	Buy	96,989 +3,856	+4%	+$182K	3.09%	6
2023 Q3	$4.28M	Sell	93,133 -3,993	-4%	-$191K	3.08%	8
2023 Q2	$4.57M	Sell	97,126 -6,651	-6%	-$301K	3.12%	8
2023 Q1	$4.66M	Sell	103,777 -303	-0.3%	-$13.9K	3.31%	8
2022 Q4	$4.57M	Sell	104,080 -7,858	-7%	-$344K	3.41%	8
2022 Q3	$4.35M	Sell	111,938 -1,070	-0.9%	-$46K	3.31%	8
2022 Q2	$4.62M	Sell	113,008 -209,522	-65%	-$9.5M	3.23%	8
2022 Q1	$15.8M	Buy	+322,530	New	+$16.1M	8.24%	1

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Genesee Capital Advisors's RDVY Position: Q2 2026 in Review

Genesee Capital Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 58% in Q2 2026, selling an estimated $3.36M and leaving 32,943 shares worth $2.67M. The position accounts for 0.84% of the portfolio, ranked #23.

Genesee Capital Advisors first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.8M in Q1 2022. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Genesee Capital Advisors held 32,943 shares of First Trust Rising Dividend Achievers ETF worth $2.67M as of Q2 2026.
Genesee Capital Advisors sold 44,619 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.36M.
First Trust Rising Dividend Achievers ETF made up 0.84% of Genesee Capital Advisors's portfolio in Q2 2026, its #23 holding.
Genesee Capital Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
Genesee Capital Advisors's First Trust Rising Dividend Achievers ETF position peaked at $15.8M in Q1 2022.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.